The Admin Dashboard is organized into four main sections: People, Content, Organization, & AI Insights
👥 People
👥 People
Reports
Access User Reports and Activity Reports
If you have Admin or Supervisor permissions, this will look familiar
Create Users
Add new users to your organization
Set up access and assign them as needed
User Cohorts
Group users together for easier management
Assign courses or course blocks to individuals or groups
This section focuses on user management and reporting.
📚 Content
📚 Content
Document Library
Upload and manage documents
Search for documents by name
Filter by tags for easier organization
Create or manage categories
Each document includes:
Title
Visibility
File type
Status
Size
Last updated date
Category
Tags
Actions
Use the ✏️ (pencil icon) to:
Edit document details
Adjust visibility settings
Course Blocks
Manage course configurations and assignments
Search courses by name
Add descriptions
Set default due dates
Choose whether courses must be completed in a specific order
Use the Create button (top right) to add new course blocks.
Course Settings
Control how users interact with course content across your organization.
Options include:
Allow or restrict video skipping
Enable or disable playback speed controls
Additional features:
View Course Exceptions to see current settings
Review individual course configurations
This section allows you to manage your organization’s learning materials.
🏢 Organization
🏢 Organization
This section is currently under construction but will include the following:
Organization Settings (Coming Soon)
Manage user roles
Configure mobile app settings
Manage AI Coach settings
Provider Management (Coming Soon)
Update provider display names
Manage addresses
Add custom tags
Configure AI Settings (Coming Soon)
Customize AI behavior
Adjust mobile preferences
💡AI Insights
💡AI Insights
The AI Insights Dashboard gives administrators visibility into how their team is interacting with the AI Coach. It provides detailed information about conversations, user activity, and the sources used to generate AI responses.
Filter Conversation Data
Use the available filters to narrow the data displayed:
Date Range – View conversations from a specific period.
Topics – Filter conversations by topic or subject matter.
Conversation Type – View either:
Chat conversations
Voice conversations
Source – Filter by the knowledge source or citation the AI used to generate its response.
Conversation Details
The main dashboard displays a list of conversation threads between users and the AI Coach. For each conversation, you'll see:
User – The person interacting with the AI.
Topic – The primary topic discussed.
Citation – The source used by the AI to generate its response.
Last Activity Date – The most recent activity within the conversation.
This information helps administrators understand what users are asking, identify common topics, and verify which sources are being referenced most often.
User Activity Insights
The right-hand column provides additional analytics, including:
Most Active Users
View a ranked list of users based on the number of messages they have sent to the AI during the selected date range.
Surface Mix
See where conversations are taking place across different platforms, including:
Mobile/API
Web
This allows administrators to better understand how users are engaging with the AI Coach and which channels are being used most frequently.
Benefits of the AI Insights Dashboard
The AI Insights Dashboard can help administrators:
Identify common questions and trends.
Monitor AI adoption across teams.
Understand which knowledge sources are being used most often.
Track user engagement with the AI Coach.
Gain visibility into how and where users interact with AI tools.
If you don’t see certain features yet, they may still be in development—stay tuned for updates!